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7 Steps to a Successful Financial Plan
May 6, 2021M j, Y12:00pm EDT2021-05-06T16:00:00Zg:ia T1 hourWhat’s your plan? Santo Liberto, Financial Advisor with Fort Pitt Capital Group, is hosting the webinar, "7 Steps to a Successful Financial Plan" with Financial Planning Specialist, Demetrius Kokales. They will share the 7 important steps needed for a holistic financial plan that can set you up to achieve your goals. Santo will also cover how these steps may differ during various life phases from wealth accumulation, to approaching retirement, and then during retirement. Register today for this May 6th educational webinar.